A matter of timing

So… within minutes of each other two comments arrived in The Legal Genealogist‘s email box yesterday that underscore a critical point when using the law in genealogy.

Both focused on yesterday’s post about Virginia’s post-Revolutionary War statute setting priorities for who would be appointed administrator of the estate of a person who died without a valid will. Under the 1785 statute highlighted, a surviving spouse would have first priority, followed by the son or daughter (or other descendants such as grandson or granddaughter); father; mother; brother or sister (or their descendants such as nephew or niece); grandfather; grandmother; uncle or aunt (or their descendants such as cousins); and “so on … without end.”1

The first was from reader Jeffrey D., a Virginia resident, who focused on the comment in the blog post that we always need to look at the specific statutes in effect at the time and in the place when the record we’re looking at was created. “How different,” he asked, “could be the law possibly be in one place with one common heritage and history like Virginia?”

And the second, as if anticipating Jeffrey’s question, was from Barbara Vines Little, CG, FNGS, FVGS, and Virginia expert extraordinaire. She reminded me that the colonial Virginia Legislature had also spoken on the subject of priorities for estate administrators.

In a 1748 statute, the colonial House of Burgesses directed:

That administration of the estate of every person dying intestate… shall be granted in manner following: That is to say, first, to the husband or wife of the deceased, and if none such, or if they refuse, then secondly, to the child or children, or their legal representatives, and if none such appear or claim, then thirdly, to the father or mother, or if none such, then fourthly, to the brothers and sisters, and if none such, then to the next of kindred to the deceased person.2

Now let’s extend our legal research just a little. Let’s come forward in time to the first codification of Virginia law. (Codification, by definition, is the “process of collecting and arranging the laws of a country or state into a code, i.e., into a complete system of positive law, scientifically ordered, and promulgated by legislative authority.”3)

In 1819, Virginia’s legislature directed that “there shall be published an edition of the laws of this Commonwealth,”4 and set out exactly what was to be included. Among the contents was a chapter on Wills, intestacy and distributions, and in that chapter a revised rule on administration priority:

The general court, and the several courts, respectively, shall have … jurisdiction to hear and determine the right of administration of the estates of persons dying intestate … and shall grant certificates for obtaining such administration, to the representatives who apply for the same ; preferring first the husband or wife, and then such others as are next entitled to distribution, or one or more of them, as the court shall judge will best manage and improve the estate.5

And let’s come forward just once more, to the 1849 codification, in which the rule was:

Administration shall be granted to the distributees who apply therefor ; preferring first the husband or wife, and then such of the others entitled to distribution as the court shall see fit.6

So we now have the law on who should be given priority as administrator of an estate during a period of just a little more 100 years, from 1748 to 1849. And we can see just how different the law can be:

• All of the statutes gave first priority to the surviving spouse.

• The 1748 explicitly, and the 1785 and 1819 statutes implicitly, gave next priority to the children of the deceased.

• In 1748, a legal representative of a child had the same priority as the child himself. So the executor or administrator of a deceased child’s estate was in the mix. That preference was gone from the law by 1785.

• In 1785, the descendants of a potential administrator were expressly added to the mix, so a grandchild or great grandchild would be considered before a parent or sibling, and a niece or nephew before a cousin. That was likely the practice under the 1748 law — but it wasn’t spelled out earlier.

• In 1819, the law started subtly changing to give the courts more discretion to choose among potential administrators. The law still told the courts to look at “such others as are next entitled” but also gave the courts the power to “judge” which of those “will best manage and improve the estate.”

• By 1849, the courts had broad discretion if there wasn’t a surviving spouse willing and able to serve. The law allowed judges to choose “such of the others entitled to distribution as the court shall see fit.”

What this means for us as genealogists is that we need to be careful in drawing conclusions about relationships between the deceased person and the administrator and always think about the law at the time and in the place when the record was created.

Because the law can be very different… even in one place with one history and one heritage.

§XIV, “An Act directing the manner of granting probat(e)s of Wills, and Administration of Intestates Estates,” Chapter V, Laws of October 1748, in William Waller Hening, The Statutes at Law; Being a Collection of all the Laws of Virginia from the first session of the Legislature, in the Year 1619, vol. 5 (Richmond: p.p., 1819), 454, 458; digital images, Internet Archive (http://www.archive.org : accessed 23 June 2014). ↩

I wish there was a genealogist’s guide to probate laws in each state for easy reference. Compiling the pertinent laws in chronological order state by state would be a great resource for research, and one that both libraries and individuals would likely acquire for their reference collections. I am not aware if something like it already exists.
Erick Montgomery

The laws change so much in each state that it would be impossible to keep up. Thus the creation of Westlaw and LexisNexis. The minute a ruling from a court comes down, an update is automatically done to the site to maintain “on point” and case History. These are not inexpensive sites for that reason which us why legal research us so key in the legal field. Also, when it comes to a Trust, the Trustee can be a bank, financial planner, attorney, etc. Each state has a site to search the current statutes or check law libraries. Note-the librarians cannot give legal advice or assist in interpreting the statutes.